Allen Capital Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Allen Capital Group’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$220K	Buy	+930	New	+$214K	0.02%	292
2022 Q2	–	Sell	-1,427	Closed	-$231K	–	175
2022 Q1	$231K	Sell	1,427 -31	-2%	-$5K	0.04%	155
2021 Q4	$250K	Hold	1,458	–	–	0.03%	150
2021 Q3	$224K	Hold	1,458	–	–	0.05%	142
2021 Q2	$226K	Hold	1,458	–	–	0.05%	140
2021 Q1	$214K	Buy	+1,458	New	+$207K	0.05%	141

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Allen Capital Group's VIG Position: Q2 2026 in Review

Allen Capital Group opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 930 shares worth $220K. The stake represents 0.02% of the portfolio and ranks #292 among its holdings. This is a return to the name: Allen Capital Group previously reported a position in VIG as recently as Q1 2022.

Allen Capital Group first reported a position in VIG in Q1 2021 and has held it in 6 quarters since. The position peaked at $250K in Q4 2021. 2,595 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Allen Capital Group held 930 shares of Vanguard Dividend Appreciation ETF worth $220K as of Q2 2026.
Vanguard Dividend Appreciation ETF was a new Allen Capital Group position in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.02% of Allen Capital Group's portfolio in Q2 2026, its #292 holding.
Allen Capital Group first reported a position in Vanguard Dividend Appreciation ETF in Q1 2021 and has held it in 6 quarters since.
Allen Capital Group's Vanguard Dividend Appreciation ETF position peaked at $250K in Q4 2021.
2,595 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Allen Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.